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CVS Health
CVS

Overview Fund Activity

2,155 hedge funds and large institutions have $79.8B invested in CVS Health in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 776 increasing their positions, 1,032 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,155
Holders Change
-84
Holders Change %
-3.75%
% of All Funds
31.24%
Holding in Top 10
41
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-40.58%
% of All Funds
0.59%
New
126
Increased
776
Reduced
1,032
Closed
178
Calls
$1.49B
Puts
$1.46B
Net Calls
+$35.1M
Net Calls Change
-$404M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$845M
2
Pzena Investment Management
Pzena Investment Management
New York
+$377M
3
Capital International Investors
Capital International Investors
California
+$337M
4
Capital World Investors
Capital World Investors
California
+$258M
5
KBC Group
KBC Group
Belgium
+$108M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.57B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$271M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$253M
4
Marshall Wace
Marshall Wace
United Kingdom
-$253M
5
Goldman Sachs
Goldman Sachs
New York
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
1076
RMR Wealth Builders
New Jersey
$1.25M +$171K +2,144 +16%
GCM
1077
Gladius Capital Management
Illinois
$1.25M -$24.5K -307 -2%
DSC
1078
Duncker Streett & Co
Missouri
$1.23M -$193K -2,425 -14%
CAMG
1079
CWA Asset Management Group
Florida
$1.23M +$416K +5,213 +51%
BCV
1080
Banque Cantonale Vaudoise
Switzerland
$1.22M -$247K -3,102 -17%
CF
1081
Centaurus Financial
California
$1.22M -$5.9K -74 -0.5%
WQ
1082
Wealth Quarterback
New Jersey
$1.22M -$8.61K -108 -0.7%
UBG
1083
United Bank (Georgia)
Georgia
$1.22M -$4.79K -60 -0.4%
WA
1084
Wealth Alliance
New York
$1.21M +$23.4K +293 +2%
NG
1085
Northstar Group
New York
$1.21M -$73.9K -926 -6%
ADMI
1086
Albert D. Mason Inc
Massachusetts
$1.21M +$3.91K +49 +0.3%
PI
1087
Pettee Investors
Connecticut
$1.21M – – –
MBT
1088
Montecito Bank & Trust
California
$1.21M -$96.9K -1,215 -7%
FFN
1089
Focus Financial Network
Minnesota
$1.21M -$468K -6,750 -28%
DBRC
1090
D.B. Root & Company
Pennsylvania
$1.21M -$148K -1,856 -11%
TAM
1091
Trust Asset Management
Texas
$1.2M – – –
AWM
1092
Avior Wealth Management
Nebraska
$1.2M +$560K +7,019 +87%
VFPI
1093
Vantage Financial Partners (Illinois)
Illinois
$1.2M -$16K -200 -1%
YIA
1094
YHB Investment Advisors
Connecticut
$1.2M -$27.8K -349 -2%
FFH
1095
Fairfax Financial Holdings
Ontario, Canada
$1.2M – – –
TFA
1096
Transamerica Financial Advisors
Florida
$1.2M +$184K +2,301 +18%
LIM
1097
Letson Investment Management
Georgia
$1.19M +$57.7K +724 +5%
VFA
1098
Voya Financial Advisors
Connecticut
$1.19M +$73.9K +930 +7%
OWA
1099
Octavia Wealth Advisors
Ohio
$1.18M -$155K -1,943 -12%
IB
1100
Intrust Bank
Kansas
$1.18M -$9.41K -118 -0.8%
42 43
44
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